Families Nearing Retirement

Retirement Redefined

Confidence to live boldly and retire on your terms.

If you had to retire tomorrow, would you be ready? Are you 100% certain you’re doing all you can to be prepared for your future? Don’t stress or fear any longer. Allow our team at Potomac Financial Consultants to help you discover a clear path to your future so you can take each step in confidence.

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
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representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Important Consumer Information:This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).